WGAM
Wilkinson Global Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114M | Sell |
393,242
-55,287
| -12% | -$16M | 7.17% | 2 |
|
|
2025
Q1 | $110M | Sell |
448,529
-6,879
| -2% | -$1.69M | 6.88% | 2 |
|
|
2024
Q4 | $109M | Sell |
455,408
-33,972
| -7% | -$8.14M | 6.71% | 4 |
|
|
2024
Q3 | $103M | Sell |
489,380
-15,889
| -3% | -$3.35M | 6.22% | 4 |
|
|
2024
Q2 | $102M | Sell |
505,269
-5,614
| -1% | -$1.14M | 6.39% | 3 |
|
|
2024
Q1 | $102M | Sell |
510,883
-23,441
| -4% | -$4.7M | 6.43% | 3 |
|
|
2023
Q4 | $90.9M | Sell |
534,324
-963
| -0.2% | -$164K | 6.27% | 4 |
|
|
2023
Q3 | $77.6M | Sell |
535,287
-3,014
| -0.6% | -$437K | 5.95% | 4 |
|
|
2023
Q2 | $78.3M | Sell |
538,301
-9,963
| -2% | -$1.45M | 5.96% | 4 |
|
|
2023
Q1 | $71.4M | Sell |
548,264
-10,561
| -2% | -$1.38M | 5.65% | 5 |
|
|
2022
Q4 | $74.9M | Sell |
558,825
-7,613
| -1% | -$1.02M | 6.23% | 4 |
|
|
2022
Q3 | $59.2M | Sell |
566,438
-622
| -0.1% | -$65K | 5.33% | 7 |
|
|
2022
Q2 | $63.9M | Sell |
567,060
-15,437
| -3% | -$1.74M | 5.44% | 7 |
|
|
2022
Q1 | $79.4M | Buy |
582,497
+4,342
| +0.8% | +$592K | 5.11% | 5 |
|
|
2021
Q4 | $91.6M | Buy |
578,155
+4,779
| +0.8% | +$757K | 5.07% | 5 |
|
|
2021
Q3 | $93.9M | Sell |
573,376
-5,831
| -1% | -$954K | 5.71% | 3 |
|
|
2021
Q2 | $90.1M | Buy |
579,207
+7,136
| +1% | +$1.11M | 5.32% | 3 |
|
|
2021
Q1 | $87.1M | Buy |
+572,071
| New | +$87.1M | 5.51% | 5 |
|